Octave vs Regie.ai (2026)

Salesforce, HubSpot, Gong and Clay make up Octave's short set of named connectors. Octave pushes positioning and messaging into those tools, and Clay tables pull live context back out. The platform supplies context and does not act on its own. It is not a data or enrichment provider, and what it writes is messaging and strategy, not authenticated operations in the customer's systems.

Sourceoctavehq.com integrations sectionread 2026-09-01

The connectors fall into three classes. RegieGO syncs HubSpot, Salesforce and Monday CRM with a backfill instead of replacing them, sends from the seller's own Gmail or Outlook mailbox, and works LinkedIn. Enrichment, dialing and a CRM are built into the workspace instead of integrated.

The product ships its own CRM so a customer can start with nothing, and Regie sells the absence of integration work as a feature. Setup takes about ten minutes, there is no connector to troubleshoot, and the product goes on the seller's own card without any CRM to connect. There is no marketplace, no connector catalog and no route for a customer to add a connector. Custom CRM sync is an Enterprise entitlement, with no further detail.

Sourceregie.ai/pricing and regie.ai/use-cases/outboundread 2026-09-02

Multiple agents run as one flow. In chained runs such as Qualify Then Sequence and Enrich Then Sequence, one agent's output feeds the next. Agents are also deployed into the customer's own orchestrators, such as Clay, n8n, Zapier and Cargo, to run across full lists.

Sourcelearn.octavehq.comread 2026-10-01

From one instruction, the agent runs a tool chain end to end. In one example run a seller asks in plain language to be put in front of fifty heads of RevOps at Series B fintechs, and the agent executes six named steps in sequence. It reads the website across fourteen pages, updates company context covering pitch, voice and wins, searches people and returns 240 matches, enriches contacts for mobile and email, verifies emails and leaves 47 valid, and bulk creates fifty email drafts.

Each step's result feeds the next, and the run reports its own duration and token usage. Beyond the single run, agents can be scheduled and recur unattended. A daily outreach list runs every day at 7:00am Pacific, finding new prospects, drafting the day's emails and updating the CRM, with a run history showing completed executions and the count added each day. A seller chooses an agent, edits it in chat and schedules it, so the machine keeps running while the seller sleeps.

Sourceregie.ai/use-cases/outbound and regie.airead 2026-09-02

Agents run when someone calls them, from the in app playground, through the API or MCP, or from the customer's own orchestrators such as Clay, n8n, Zapier and Cargo. Triggers in those orchestrators belong to those tools. Octave has no event, schedule or webhook of its own that wakes an agent, and it does not detect market shifts.

Sourcelearn.octavehq.comread 2026-10-01

Work starts from chat or on a schedule. In chat a seller describes the outcome and the agent plans and executes. On a schedule, an outbound agent set to run every day at 7:00am PT, with a Run now control beside it, finds new prospects daily, drafts emails, updates CRM records and queues messages for approval.

Signal detection on why now events, such as a funding round, a new VP of Sales or a hiring surge, shapes what the daily run does. Channels are email from the seller's own Gmail or Outlook, phone through a built in dialer, and LinkedIn, worked from one queue. Regie describes no webhook or event trigger.

Sourceregie.ai/use-cases/outbound and regie.ai/pricingread 2026-10-01

Grounding is the whole product. Octave encodes the customer's ICP, personas, use cases, proof points and competitive positioning into a structured, queryable GTM brain. That brain grounds every agent output and serves the same context to other tools.

Sourceoctavehq.comread 2026-10-01

The agent grounds its work in the customer's own material, and every claim is traceable. It crawls the seller's website, reading the pages that matter, and builds a company context covering what is sold, who it is for, the pitch, the voice and the wins, which it then applies to everything after. Regie calls this turning your homepage into a target list, and the agent proposes titles and company sizes from what it read. For each prospect it researches independently and shows its work.

In one example run it surfaces three open RevOps roles from a careers page, a Series B round from a press release, and a relevant customer win from the seller's own case study, each shown as a source the seller can preview behind the claim that uses it. The seller confirms the voice profile, so the system does not infer it silently. Every claim carries a source, messages are grounded in research the seller can verify, and follow ups adapt to what is true about the prospect that week.

Sourceregie.ai/use-cases/outbound and regie.airead 2026-09-02

Agents do not retain context from one sequence or research task to the next. Octave calls the Library the brain's memory. It is the structured corpus of the customer's own strategy that every agent retrieves from.

Sourcelearn.octavehq.com Library documentation and octavehq.com brain descriptionread 2026-09-01

Configuration and records persist across runs. They include the company context the agent builds from crawling the seller's website (pitch, voice and wins), the voice profile the seller confirms, the ICP and targeting criteria, and prospects, drafts and settings, which are kept when credits run out. Regie names no agent memory across sessions, no store of facts about the user, and no retention or forgetting control. Follow ups adapt to what is true about the prospect that week.

Sourceregie.ai/use-cases/outbound and regie.ai/pricingread 2026-10-01

The customer sets the bounds of what the agents say. Every agent draws on the Library and context graph the team authors, which carry version control and governance. A test run shows what an agent will produce before it is deployed. No step has a person approve an agent's output or action before it is used.

Sourceoctavehq.comread 2026-10-01

Every draft waits for the seller's sign off before it sends. The agent drafts, queues the drafts for sign off and tees up follow up tasks, and the seller reads every draft before it goes out, so the last word is theirs. Two further protections sit before the send. Every address is verified before anything goes out, and in one example run fifty drafts came down to 47 verified recipients, so unverified contacts are not attempted.

Anyone on the do not contact list is blocked, not just flagged. Sending is throttled, unsubscribes are handled automatically, and messages go from the seller's own connected Gmail or Outlook instead of a vendor domain. The gate applies to each draft and is not configurable. Regie describes no approval routing, role based review or policy engine, and the product is built for a single seat.

Sourceregie.ai/use-cases/outbound and regie.ai/pricingread 2026-09-02

The Ultra plan includes SSO and RBAC. Octave displays SOC 2 Type II and AICPA SOC badges, and a trust center sits at trust.octavehq.com. The access controls come only as a plan feature, with no admin guide behind them, and the SOC 2 report's scope and date are not published.

Sourceoctavehq.com/pricingread 2026-09-30

SOC 2 compliance is shown with a badge monitored by Drata, alongside a GDPR badge, and the SOC 2 report type is not stated. Regie names no SSO, SAML, role based access control or audit log, and publishes no encryption detail, penetration test statement, subprocessor list or trust portal. SOC 2 and enterprise security come with the Enterprise tier, alongside team workspaces and custom CRM sync. The free tier and the $49 Pro tier do not list them.

Sourceregie.ai/pricing and regie.airead 2026-09-02

An Activity Feed surfaces agent runs and engagement events, so a team can see which agents ran. The feed does not show a run's inputs, steps or tool calls, so what each agent did cannot be reconstructed.

Sourcelearn.octavehq.com/llms.txtread 2026-10-01

Each scheduled agent has a recent runs list showing the date, the time, the outcome and the count added, with completed status against each. Inside the chat, the agent shows its working step by step as it goes, naming each tool it called and what came back (fourteen pages read, 240 matches found, 47 emails verified, fifty drafts created), with the run's elapsed time and token consumption displayed.

Each message exposes a previewable source behind every claim, so a user can reconstruct why the draft says what it says. Regie names no audit log or retention period. It describes no record of what the agent generated against what the seller edited before sending, and no attribution of a sent message to the person who approved it, though the message leaves from that person's own mailbox. The run trace lives in the chat thread, not in a queryable log.

Sourceregie.ai/use-cases/outbound and regie.airead 2026-09-02

The platform is delivered only as cloud SaaS. There is no self hosted, on premises or in VPC deployment option.

Sourceoctavehq.comread 2026-10-01

There is no region selection, EU hosting option, single tenant or private deployment, or residency commitment in any tier. The Enterprise tier adds volume credits, team workspaces and shared agents, custom CRM sync, advanced analytics, a dedicated account manager, and SOC 2 and enterprise security, and stops there. No hosting location or jurisdiction is published, so where processing happens is not stated. Outbound mail sends from the seller's own connected Gmail or Outlook instead of vendor infrastructure, so the mail itself never sits in a Regie mailbox.

Sourceregie.ai/pricing and regie.airead 2026-09-02

Customers pick from a named set of prebuilt agents, each doing a whole job. The Prospector, Enrichment, Qualification, Sequence and Call Prep agents run as prebuilt or saved agents from the app, the API or MCP, alongside a Skills Library. Each agent works without the others.

Sourcelearn.octavehq.comread 2026-10-01

Prebuilt plays ship ready to run. By Regie's account, the prompts and plays come prebuilt from billions of sends analyzed across its history, a seller is engaging on day one instead of standing anything up, and the workspace arrives with plays ready to run and connectors already in place. Sellers choose an agent, edit it in chat and schedule it, instead of authoring one.

Named plays in the always on panel include a post funding outreach play, a new exec intro play and a hiring surge play, each tied to a signal class and each running daily. Regie also publishes a public prompt library as a marketing resource. It names no agent library, template gallery, marketplace or count of the plays, so a customer cannot see the full set or choose from it before signing up.

Sourceregie.ai/use-cases/outbound, regie.ai and regie.ai/resources/prompt-libraryread 2026-09-02

The Sequence agent offers three model options. Pulse suits simple offers at the lowest cost, Echo suits typical use at mid cost, and Harmony suits complex context at the highest cost. No model maker is named behind them, so the customer chooses a cost and quality tier, not a provider.

Sourcelearn.octavehq.comread 2026-10-01

No model provider is named, and Regie describes no model selection, routing, bring your own model or bring your own key. Credits are metered against research, drafting, enrichment and dialing, so a customer sees what model work costs without seeing what performs it. The chat composer carries a control labeled GO Max with a dropdown, in the place a model or effort selector would sit, and Regie does not say what it selects. Regie presents ChatGPT and Claude as tools a seller would otherwise wire up themselves, alternatives to Regie and not models inside it.

Sourceregie.ai/use-cases/outbound and regie.ai/pricingread 2026-09-02

The platform is built to be used from outside. An MCP server serves the customer's live personas, messaging and competitive intelligence to other agents and tools, so context does not have to be hardcoded. Octave presents the MCP server as a headline capability, not an add on. Alongside it sit a composable API with API keys for each workspace, an enterprise API tier, and a documentation site at learn.octavehq.com.

Sourceoctavehq.com MCP and API sections, learn.octavehq.comread 2026-09-01

No API reference, developer site, SDK, MCP server, webhook documentation or partner program is published, and Regie sells that as the point. Setup takes about ten minutes with no connector to troubleshoot, and the product goes on the seller's own card without anyone else signing off or any CRM to connect. The workspace is built for a single seller on self serve terms, and nothing outside it can call the platform. Custom CRM sync is an Enterprise entitlement, with no detail on how it works.

Sourceregie.ai/pricing, regie.ai and regie.ai/use-cases/outboundread 2026-09-02

Sequences carry a test configuration step, so a customer can run a sequence in test mode before it goes out. Messaging effectiveness is reported back so teams can iterate on positioning. There is no scored comparison between message or playbook versions, no holdout, no pass condition that gates release and no evaluation harness. Customers get a preview before sending and feedback after the fact.

Sourcelearn.octavehq.com sequence configuration documentationread 2026-09-01

Two checks run before the send, and both give a readable result. Email verification runs on every address before anything sends, and in one example run fifty drafts came down to 47 verified recipients, a pass rate on what the agent produced. Every assertion in a draft carries the source behind it, and the seller can preview it, so the factual basis of the output can be tested instead of trusted.

Scheduled runs also report counts and outcomes, so performance is visible over time. Regie describes no sandbox or dry run, no scored evaluation of generated copy, no judge, no comparison of one agent configuration against another, and no regression check when the voice profile or company context changes.

Sourceregie.ai/use-cases/outboundread 2026-09-02

Agents do not act on interfaces Octave does not control. The prospector agent researches and contextualizes accounts, but Octave is a strategy and context platform, not a data or enrichment tool, and it does not supply verified emails, phone numbers or buying signals. Its research reasons over the customer's Library and account context and does not crawl the open web for records. Distribution runs over an API and an MCP server, both programmatic routes. There is no hosted or local browser, desktop session, remote computer control, scraping or third party browser engine.

Sourceoctavehq.com product and positioning pagesread 2026-09-01

LinkedIn steps run inside software Regie does not control, and they appear in two shapes. In one, agents source, enrich, dial and email from the seller's own inbox, with LinkedIn tasks alongside, which reads as work queued for a person.

In the other, the channel orchestration panel on the homepage shows a three channel outreach play against a named prospect, with email on day one, LinkedIn on day two, an email follow up on day four and a phone call on day six, labeled three channels, one sequence, run by Regie. LinkedIn offers no sanctioned interface for outreach at this scale. The automation covers this one site.

Regie names no general browser or computer control and does not say whether the LinkedIn step drives a session, calls an integration or files a task. LinkedIn is also listed as a connector alongside HubSpot, Gmail, the dialer and enrichment.

Sourceregie.ai channel orchestration panel and regie.ai/use-cases/outboundread 2026-09-02